Tax Season Unraveled: Your Checklist for a Smooth Appointment

Tax time doesn’t have to be taxing! Here at Studle Financial, we’ve turned thousands of tax returns from a tangled mess into a neat stack of success stories. Our secret? A sprinkle of preparation, a dash of know-how, and a team that knows their 1040s as well as their ABCs.

From W-2s to 1099s and from your little home office to the big home mortgage, we’ll guide you through every deduction and credit you’re entitled to. So, let’s get your ducks in a row and make this tax season a breeze—Studle style!

Your Essential Tax-Time Checklist: Be Prepared

Welcome to a stress-free tax season with Studle Financial! Whether you’re joining our financial family for the first time or you’re one of our treasured regulars, a pinch of preparation ensures a world of difference. Here’s your straightforward guide to what to bring for your tax appointment – because the only surprise we like is a bigger refund!

New Clients: Just like the first day of school, let’s make a great first impression! Arm yourself with your previous year’s tax return and any documents relevant to your current financial story. It’s the prologue to your upcoming fiscal year’s success story!

Returning Clients: You’re part of the Studle legacy now! Help us help you by bringing:

• Photo ID and Social Security Information: Ensure you and your dependents are picture-perfect with non-expired government issued IDs and social security cards.
• Bank Details for Direct Deposit: Get your refund swiftly by providing your bank’s routing and account number. Prefer a check? We can do that too!
• Education Expenses: If there’s a scholar in the house, the 1098-T is your homework. No form, no tax credit.
• Income Documents: All your W2s, 1099s, and other income statements are the MVPs of your tax file. Play it safe and bring them all.
• Health Insurance Form 1095-A: Essential for Marketplace shoppers to avoid IRS offsides and delays. If you have a problem getting this form, here is the link. 
• Mortgage Interest and Business Assets: Interest statements can lead to big plays on your tax return. Don’t leave these behind. For business assets, contact your creditor for prior year financing information.
• Local Tax Forms: Your preprinted local occupational tax forms are key players for your state game plan.
• Business Deductions: Keep your receipts in line and tallied up before the big day. Need a deductions playbook? Our FAQ section has your back with a handy worksheet.

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